Estate Planning

A thoughtful estate plan helps preserve wealth, support family objectives, and carry forward the values that define your legacy.

For families of significant wealth, estate planning is about more than transferring assets. It is about protecting the people, values, opportunities, and legacy that matter most. A thoughtful estate plan can provide clarity for future generations, create continuity during times of transition, and help ensure wealth supports a family’s long-term goals. Our team helps families navigate these decisions by coordinating thoughtful planning, implementation, and ongoing review.

What We Offer

Estate planning is most effective when thoughtful strategies are paired with careful execution. We help families evaluate wealth transfer opportunities, philanthropic objectives, governance considerations, and tax implications as part of a coordinated planning process. Our focus extends beyond the creation of estate planning documents to helping ensure plans remain aligned with a family’s goals and changing circumstances.

  • Understand your family's goals and priorities
  • Review existing estate planning documents
  • Identify planning opportunities and potential gaps
  • Coordinate planning considerations across tax, trust, investment, and estate strategies
  • Develop estate planning recommendations
  • Support implementation and execution
  • Monitor and review plans over time

The Tolleson Difference

Fiduciary Capabilities

Beyond helping our families craft their estate plans, we also can serve as the fiduciaries carrying out those wishes after your passing. We can advise you on what your family will experience when a loved one passes away.

Implementation

Once your plan is in place, your team takes all the necessary steps to execute the plan through entity structures, asset titling, and annual oversight to ensure what you want to happen does happen.

Next Generation Education

Our team helps prepare future generations.